What is LogicNotes?

LogicNotes is a tool that converts in-person meetings into structured notes and automatically syncs them to your CRM systems. It uses AI to transcribe conversations, identify key decisions, action items, and timelines, providing a clear summary without manual input. The product aims to reduce CRM admin time and improve follow-up efficiency for sales teams and professionals conducting face-to-face meetings.

Who is it for?

LogicNotes is designed for sales teams, account managers, and professionals who frequently hold in-person meetings. It benefits users who want to streamline note-taking, CRM updates, and follow-up tasks without disrupting their conversation flow. It is suitable for organizations using CRMs like Salesforce, HubSpot, Zoho, or Google Sheets, and those seeking mobile-friendly solutions for field sales or client meetings.

How is it priced?

The platform offers a free tier with CRM syncing features. Premium plans are available that unlock additional recording hours and advanced functionalities. For detailed pricing, users should visit the website.

How does it compare to alternatives?

LogicNotes specializes in turning face-to-face meetings into structured, AI-driven notes that automatically sync with multiple CRMs. It emphasizes a mobile-first, bot-free experience with offline capabilities, making it distinct from solutions that require meeting bots or manual note entry. Buyers should compare features like platform support, integration options, workflow automation, and pricing models when evaluating alternatives.

Key features

One-tap recording on mobile devices for in-person meetings
AI-powered transcription that captures decisions, action items, and timelines
Automatic synchronization of notes, tasks, and contacts to CRMs like Salesforce, HubSpot, Zoho, and Google Sheets
Offline recording with automatic sync when back online
Read-only AI search and summaries for completed meetings
Secure, encrypted data processing with enterprise-grade privacy standards

Use cases

Sales representatives record face-to-face client meetings on their phones, with notes and follow-up tasks automatically added to CRM records. Account managers review AI summaries to quickly understand meeting outcomes and plan next steps. Field teams use the app to capture meeting details without manual note-taking, ensuring accurate CRM updates and timely follow-ups.